13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001542108
申報總市值
US$14.5億
US$14.5億
134 檔
15.4%
在 Q3 2025 的 13F 官方備案中，Verity & Verity, LLC 管理的美股投資組合規模來到 US$14.5億，整體持股檔數為 134 檔。
觀察 Q3 2025 的資金脈絡，Verity & Verity, LLC 在獲利結算 9 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AVGO, ABBV, MSFT）累計市值佔比達 15.4%，是驅動 Verity & Verity, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 股票-科技 | 5.55% | +0.49% | -1.42% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.21% | +0.23% | +0.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.15% | -0.37% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | +0.05% | +0.00% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 2.86% | -0.26% | -9.79% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.67% | -0.71% | +0.81% | |
| 7 | PFE | Pfizer Inc | 股票-醫療保健 | 2.62% | -0.55% | +241.19% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.54% | +0.10% | +0.64% | |
| 9 | STT | State Street CORP | 股票-金融 | 2.50% | +0.63% | +0.47% | |
| 10 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.40% | -0.46% | -4.61% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.34% | -0.46% | +1.69% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 2.27% | -0.11% | +3.54% | |
| 13 | ENB | Enbridge Inc | 股票-能源 | 2.24% | -0.20% | +1.06% | |
| 14 | GLW | Corning Inc | 股票-科技 | 2.13% | +0.26% | -0.24% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.87% | -0.45% | +0.67% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.71% | -0.26% | +1.30% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.71% | -0.09% | +1.27% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.66% | -0.09% | +1.47% | |
| 19 | MO | Altria Group Inc | 股票-非循環性消費 | 1.63% | +0.01% | +0.72% | |
| 20 | PRU | Prudential Financial Inc | 股票-金融 | 1.62% | -0.21% | +3.20% | |
| 21 | MET | Metlife Inc | 股票-金融 | 1.61% | +0.15% | +1.75% | |
| 22 | OKE | Oneok Inc | 股票-能源 | 1.56% | -0.23% | -4.72% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.56% | -0.12% | +0.67% | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 1.53% | +3.05% | +3.53% | |
| 25 | NNN | Nnn Reit Inc | 股票-房地產 | 1.53% | +0.04% | +0.95% | |
| 26 | PLD | Prologis Inc | 股票-房地產 | 1.52% | -0.10% | +42.82% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 1.51% | -0.17% | +2.35% | |
| 28 | VICI | Vici Properties Inc | 股票-房地產 | 1.51% | -0.20% | +1.98% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 1.47% | +0.12% | -0.77% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | -0.37% | +1.24% | |
| 31 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 1.42% | +0.17% | +29.61% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 1.38% | -0.34% | +2.07% | |
| 33 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.32% | +0.07% | +1.06% | |
| 34 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.31% | — | +11.33% | |
| 35 | CNQ | Canadian Natural Resources | 股票-能源 | 1.31% | -0.52% | +4.18% | |
| 36 | ACN | Accenture plc | 股票-科技 | 1.30% | -0.97% | +631.10% | |
| 37 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.30% | +0.67% | +1.40% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 1.23% | +0.02% | +2.37% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 1.23% | — | +3.57% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 1.22% | +0.29% | +3.36% | |
| 41 | FNF | Fidelity National Financial | 股票-金融 | 1.21% | -0.06% | +2.10% | |
| 42 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.18% | +0.57% | +3.05% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 1.18% | -0.23% | +2.00% | |
| 44 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.17% | +0.10% | +65.57% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.13% | -0.16% | +3.78% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.08% | +0.07% | +3.63% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.01% | -0.01% | -1.27% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 1.00% | -0.07% | +0.88% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.05% | +0.50% | |
| 50 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.97% | -0.15% | -25.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.4% | -1.42% | 減碼 |
| 2 | ACN | Accenture plc | +1.1% | +631.10% | 加碼 |
| 3 | DELL | Dell Technologies -c | +0.7% | +3.53% | 加碼 |
| 4 | PFE | Pfizer Inc | +0.7% | +241.19% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.6% | -0.37% | 減碼 |
| 6 | STT | State Street CORP | +0.5% | +0.47% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | +0.00% | 減碼 |
| 8 | PLD | Prologis Inc | +0.4% | +42.82% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.3% | +1.69% | 加碼 |
| 10 | CMI | Cummins Inc | +0.2% | +3.36% | 加碼 |
| 11 | OWL | Blue Owl Capital Inc | +0.1% | -25.51% | 加碼 |
| 12 | AAPL | Apple Inc | +0.1% | +0.64% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | -2.66% | 減碼 |
| 14 | GPC | Genuine Parts Co | +0.1% | +1.06% | 加碼 |
| 15 | ENB | Enbridge Inc | +0.1% | +1.06% | 加碼 |
| 16 | WEC | Wec Energy Group Inc | +0.1% | +3.05% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | -9.79% | 減碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.27% | 加碼 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +2.07% | 加碼 |
| 20 | PSX | Phillips 66 | +0.1% | +2.00% | 加碼 |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +4.98% | 加碼 |
| 22 | UPS | United Parcel Service-cl B | 0% | +2.37% | 加碼 |
| 23 | SBUX | Starbucks CORP | 0% | +3.63% | 加碼 |
| 24 | PH | Parker Hannifin CORP | 0% | -2.65% | 減碼 |
| 25 | BX | Blackstone Inc | 0% | — | 加碼 |
| 26 | KLAC | Kla CORP | 0% | -0.41% | 加碼 |
| 27 | NVDA | Nvidia CORP | 0% | +0.63% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | +0.69% | 減碼 |
| 29 | QCOM | Qualcomm Inc | 0% | +2.40% | 加碼 |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.17% | 加碼 |
| 31 | TPR | Tapestry Inc | 0% | — | 加碼 |
| 32 | MO | Altria Group Inc | 0% | +0.72% | 加碼 |
| 33 | HD | Home Depot Inc | 0% | +0.92% | 減碼 |
| 34 | BAC | Bank Of America CORP | 0% | -0.17% | 加碼 |
| 35 | NDAQ | Nasdaq Inc | 0% | +5.64% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | 0% | +6.19% | 加碼 |
| 37 | MS | Morgan Stanley | 0% | -13.13% | 減碼 |
| 38 | GE | General Electric | 0% | -0.95% | 不變 |
| 39 | VSXY | Victoria's Secret & Co | 0% | — | 不變 |
| 40 | NKE | Nike Inc -cl B | 0% | -1.57% | 加碼 |
| 41 | GLW | Corning Inc | — | -0.24% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | — | +0.67% | 減碼 |
| 43 | CNQ | Canadian Natural Resources | — | +4.18% | 加碼 |
| 44 | AFG | American Financial Group Inc | — | — | 不變 |
| 45 | SYY | Sysco CORP | — | -0.94% | 加碼 |
| 46 | AMZN | Amazon.com Inc | — | +9.30% | 加碼 |
| 47 | BN | Brookfield CORP | — | — | 不變 |
| 48 | TT | Trane Technologies plc | — | — | 不變 |
| 49 | INTU | Intuit Inc | — | +0.44% | 加碼 |
| 50 | EMR | Emerson Electric Co | — | +6.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verity & Verity, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$14.5億，共申報了 134 個公開持股部位。
在 Q3 2025 季度，Verity & Verity, LLC 按市值排列的前三大核心持股分別為：AVGO (5.5%)、ABBV (3.2%)、MSFT (3.1%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AUB
市值: US$1780.1萬
本季最大獲利了結 / 清倉標的
IYT
前期市值: US$645.6萬
在 Q3 2025 季度中，Verity & Verity, LLC 共進行了 130 項持倉異動，包含新建倉 15 個部位、加碼 56 個部位、減碼 50 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AUB。 本季清倉部位包含 IYT。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。